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Wednesday's Featured News 3 Under-the-Radar AI Stocks to Buy on the DipWritten by Dan Schmidt. Published 11/15/2025. 
Key Points - Markets have been volatile over the last few weeks, and some stocks have pulled back from previous highs.
- Despite this pullback, the long-term AI uptrend still looks promising, and data center spending continues to reach unprecedented levels.
- These three AI-related stocks could be great 'buy the dip' opportunities for investors who missed the initial rally.
Investors have been conditioned to buy dips in stocks since the Global Financial Crisis, a belief reinforced by aggressive government market support during the COVID-19 pandemic. The 2018 bear market? Buy the dip. A new virus shutting down the economy? Buy the dip. The Fed starting to raise rates? Buy the dip. Disruptive tariff policies from the White House? Buy the dip. There may come a day when buying the dip is a poor strategy, but the last several corrections and bear markets have produced attractive opportunities to acquire quality assets at a discount. See the Signals Most Traders Miss
We monitor subtle shifts in order flow, volume patterns, and early trend behavior.
Stock News Trends highlights moves long before they hit mainstream screens. Join Free — Start Tracking Early Market Data Right now, artificial intelligence dominates the headlines, and the scale of capital expenditure devoted to AI infrastructure is staggering. There's no better example than NVIDIA Corp. (NASDAQ: NVDA), which surpassed a $100 billion market cap in early 2019 and is now on the cusp of becoming one of the largest companies ever by market value. While hyperscalers and chipmakers grab most of the attention, several under-the-radar tech companies are positioning themselves to benefit from AI's buildout and may offer better risk/reward profiles after recent volatility. Below are three companies at the forefront of their industries that address critical AI bottlenecks in quality control, thermal management, and CPU design. KLA Corporation: A Stranglehold on Process Controls As chips get smaller and denser, quality control becomes increasingly vital. Manufacturing advanced AI chips requires tight process controls because even the smallest nanoscale variation or defect can render a chip useless. The cost of producing defective chips far exceeds the expense of quality control equipment. That makes the technology offered by KLA Corp. (NASDAQ: KLAC) essential for any semiconductor manufacturer serving data-center customers. KLA's inspection suite monitors chips throughout the manufacturing process to ensure each layer and structure is fabricated to spec. The company manufactures and installs the equipment and provides field support, producing recurring revenue. A major catalyst for KLA is the growth of advanced packaging, which integrates multiple semiconductors into a single device and requires even more sophisticated inspection. In its fiscal Q1 2026 report, KLA management forecast $925 million in revenue from advanced packaging services — a 70% year-over-year increase. 
Despite these fundamental tailwinds, the stock has pulled back from its late-October high and is consolidating in a wedge pattern. A breach of the upper trendline typically signals the next leg higher. With the Relative Strength Index (RSI) back under 70, a breakout could be imminent. ARM Holdings: Next-Gen Designs for Next-Gen AI ARM Holdings plc (NASDAQ: ARM) has lagged larger peers such as NVDA, but the British semiconductor designer occupies a strategic position in the AI ecosystem. ARM does not manufacture chips; instead, it licenses intellectual property to customers who build the chips themselves. ARM's Neoverse platform has gained traction, reaching roughly a 25% penetration of the data-center CPU market earlier this year. In its fiscal Q2 2026 earnings release last week, ARM reported year-over-year revenue growth of more than 34% and confirmed that several megacap hyperscalers, including Meta Platforms Inc. (NASDAQ: META), are customers for its custom silicon. 
Despite record revenue, ARM shares have had a rocky 2025 and have yet to reclaim the all-time high set in July 2024. After flashing a Golden Cross this summer, the stock recently dipped below the 50-day simple moving average (SMA) for the first time since September. The 200-day SMA has served as support during prior volatile stretches and could provide a more durable base this time. The RSI also suggests ARM may be nearing a short-term bottom, so watch for a potential reversal off the 200-day SMA. Vertiv Holdings: Innovators in Cooling Technology Data centers generate enormous amounts of heat, so sophisticated cooling and power-management systems are essential to prevent damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is advancing electrical and thermal management solutions, and its liquid-cooling technology will be critical as data-center power densities rise. A single AI rack can consume power comparable to that used by 100 households. As power density increases, traditional air-cooling becomes less effective. Vertiv says its liquid-cooling solutions can be dramatically more efficient than conventional approaches, and the addressable market for its technology is expected to grow at a roughly 20% CAGR through the decade. 
Even after an impressive Q3 2025 earnings beat and guidance raise — including a $9.5 billion order backlog for 2026 — the stock has pulled back from its post-earnings high. That retracement looks like profit-taking by investors who remain up significantly year to date. The company benefits from numerous fundamental tailwinds, and the technical picture is constructive. After a July Golden Cross, the stock has used the 50-day SMA as support; following an overbought RSI signal, the price appears to be heading back toward that level, which may offer a reasonable entry point for new positions. These three names illustrate how a pullback can create buying opportunities in companies that address core AI infrastructure needs. As always, investors should weigh fundamentals, technical levels, valuation, and their own risk tolerance before making investment decisions.
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